No question about it, the financial paperwork that accumulates on my clients’ desks and kitchen tables—from tax documents to medical bills—is no laughing matter. It all has to be taken seriously. But that doesn’t mean that we can’t also have fun. As a financial organizer, I get my best results by actively engaging clients in the process, and making the …
Lessons From a New Kitten
There is nothing like a new kitten to lighten things up and provoke a smile or two. That’s what I found when my family adopted Rosie Mittens two years ago. And since I have a home office, the furry bundle of joy follows me into my financial organizing workplace. Little did I know that her most endearing characteristics could be …
Yoga and Organizing: Making the Connection
Readers of this blog know that I enjoy making connections between my work as a financial organizer / daily money manager and the other seeming disparate parts of my life—like “mommy” to a new kitten and keeper of a sourdough starter. (For more, explore the “Life Lessons” category on my blog). In this post, I explore the connection between yoga …